FGC
HTO

Financial Gravity Companies’s H2O America HTO Stock Holding History

Financial Gravity Companies’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122 Buy
+2
New +$116 ﹤0.01% 924
2025
Q2 		$104 Buy
+2
New +$106 ﹤0.01% 916
2024
Q4 		$591 Buy
12
+2
+20% +$110 ﹤0.01% 851
2024
Q3 		$581 Buy
+10
New +$585 ﹤0.01% 578
2018
Q4 		$5K Buy
+85
New +$5.04K ﹤0.01% 724
2018
Q1 		$6K Buy
102
+28
+38% +$1.57K 0.01% 690
2017
Q4 		$4K Buy
+74
New +$4.68K ﹤0.01% 787

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Gravity Companies's HTO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in H2O America (HTO) in Q2 2026: 2 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HTO as recently as Q2 2025.

Financial Gravity Companies first reported a position in HTO in Q4 2017 and has held it in 7 quarters since. The position peaked at $6K in Q1 2018. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Financial Gravity Companies held 2 shares of H2O America worth $122 as of Q2 2026.
  • H2O America was a new Financial Gravity Companies position in Q2 2026.
  • H2O America made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #924 holding.
  • Financial Gravity Companies first reported a position in H2O America in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's H2O America position peaked at $6K in Q1 2018.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.